Discover what’s next on the CEFA content calendar. From podcasts to webinars, we offer a range of opportunities for collaboration. There are 24 dates in 2019 — be sure to get on the calendar and take advantage of this insightful member benefit.
CEFA’s national Secondary Marketing Program is designed to directly engage advisors and clients with a continuous stream of content and support. Click to learn more about how your firm can benefit from the program.
The findings on a newly released report shows that virtually all advisors rely on web and digital capabilities from product providers and distributors, although many focus mainly on select providers.